Guide them in realising their financial goals.

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Chart out the steps they'll need to retire when they want to, without any worries.

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Safeguard their future and protect them against the unexpected.

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As a HSBC Life Financial Planner, you'll assist your customers with their financial journey, offering them tailored advice to suit their needs regardless if it’s for savings, investment, retirement or protection.

At HSBC Life, we aim to help

What you'll do

Embark on a path to manage your own team in 1.5 years as a Financial Services Manager or lead an organisation as a Financial Services Director in 3.5 years.

Fast track your career

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Empower the people around you to live the life they desire while being protected by providing them with sound financial advice.

Empowering others

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Earn various commissions like your first year and renewal year commissions and bonuses like the quarterly volume and advisor persistency bonuses.

No limit to your earnings

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Tap into our global resources, and network to take your career to new heights.

Access to global resources

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Enjoy a great deal of flexibility in your schedule and plan your own working hours.

Flexible working hours

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Cater to the various needs of the customers with our holistic range of solutions by virtue of us being a composite insurer.

Comprehensive suite of solutions

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Why join us

Career progression (Management level)

Joining us as a Financial Planner, you'll be set on either one of these paths, depending if you join us at an advisory or management level.

Career progression

Career progression (Advisory level)

Learn crucial recruitment skills such as when and how to approach potential recruits, plus how to select suitable candidates.

Grow into a leader who can effectively lead their own agencies and groom new Financial Planners to uphold a high standard of professionalism and customer centricity.

Pick up useful skills that'll help develop you personally and professionally such as neurolinguistic programming (NLP), enneagram and more. 

Understand how to provide customers with an end-to-end financial planning experience and help them meet their insurance, retirement and basic investment needs.

Learn powerful sales concepts to arouse your prospective customer's interest and how to turn objections into sales.

Grasp various prospecting skills such as how to capitalise various channels, leave a lasting impression and forge trust-based relationships with your customers.

Upgrade your skills with us as we offer you with the Chartered Financial Consultant (ChFC) programme. 

Gain full understanding on the financial solutions you'll be providing and the relevant laws and regulations surrounding financial planning.

We'll help you gain an edge in your career by equipping you with the following skills through our constant and comprehensive trainings:

Training and support

Training

Someone with integrity and good ethical conduct 

Good attitude towards learning and upgrading

Who we're looking for

Minimum full certificate in GCE 'A' Levels or equivalent

Eligibility

Our award winners

Reach out to us to find out more about joining us as a Financial Planner at HSBC Life.

Contact us

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Join us as a Financial Planner

Join us as an HSBC Life Financial Planner. Help clients be life confident by providing sound financial advice & helping them plan &amp; manage their wealth for the future.

Join us as a Financial Planner

Keep In Touch

HSBC Life & You

Others

Keep In Touch

HSBC Life & You

Others

Download HSBC Life SG Mobile App

HSBC Life Contact Info